Monthly Archives: August 2017

How to Minimize Financial Damage When Getting Divorced

It’s probably safe to say that very few people plan on getting divorced when they walk down the aisle and say, “I do.” But the reality is that almost half of all marriages eventually end in divorce, according to some statistics. Of course, there is a wide range of challenges and emotions associated with divorce. […]

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Will You Outlive Your Retirement Savings?

Many people base their retirement saving and distribution strategies on life expectancy projections made by the Social Security Administration. According to these projections, once he has reached age 65, the average male in the United States will live to age 84 and the average female will live to age 86. But there’s something very important […]

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Retirement Planning Strategies When There is a Sizable Age Gap

Most married couples tend to be relatively close to each other in age. According to the most recent U.S. census data, the average age gap between married couples is 2.3 years. However, in 10 percent of marriages, the age gap is more than 10 years. Unique Planning Challenges A sizeable age gap between spouses can […]

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How to Prepare Your Kids and Grandkids for Managing Generational Wealth

Based on our experiences, affluent and high-net-worth families often walk a fine line when it comes to planning their estate. While they may want to pass their assets on to their children and grandchildren to provide them with a measure of financial security, they don’t want to give them so much money that kids and […]

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5 Things Blended Family Spouses Should Discuss Before Marriage

Spouses who get remarried and create blended families face a number of unique challenges, including financial issues. Failure to talk about these challenges openly and honestly and plan for how to deal with them may lead to some serious family problems down the road. Therefore, it’s often a good idea to sit down with your […]

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